eForma + Teamleader Focus

eForma + Teamleader Focus integrations

Create new eForma leads from Teamleader Focus companies

Streamline your lead management process by connecting Teamleader Focus with eForma. This workflow activates whenever a new company is added in Teamleader Focus, and instantly creates a lead in eForma. Save time and eliminate manual data entry by automating the transfer of information between your sales and marketing tools.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create LeadCreates a new Lead
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Teamleader Focus and eForma

Discover other triggers and actions you can use with Teamleader Focus and eForma

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last name
  Required
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom_fields
- Marketing mails consent
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
- First Name
  Required
- Last Name
- Email
  Required
- Phone Number
  Required
- Date of Birth
- Country
- Source
  Required
- Address
- City
- Zipcode
- Staff
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company name
  Required
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom_fields
- Marketing_mails_consent
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Id
  Required
Action
Search
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It

About eForma

Global E-learning solution covering the course of learners from commercial management to the training itself thanks to off-the-shelf content.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.